Capsigma Investment Partners Ltda

RIASEC RegisteredEst. 2025
Total AUM
$61.6M
Discretionary
$61.6M
100% of AUM
Avg account
$15.4M
Accounts
4
Employees
6
Advisory reps
3

Firm details

Headquarters
Sao Paulo Sp,
CRD number
336478
Registered since
June 20, 2025
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other59.53%
  • Pooled Investment Vehicles40.47%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Capsigma Investment Partners Ltda is an institutional registered investment adviser with a foreign ownership structure that focuses on serving institutional clients. The firm is registered with the SEC in 2025 and describes its advisory activities as portfolio management for pooled investment vehicles and for businesses or institutional entities. Capsigma charges asset-based fees and can collect performance-based fees. It identifies as an active ESG investor and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • Marcelo Andrade

    Founding Partner and COOCRD 8083159

Contacts

2 of 2
  • Emerson Leite

    Founding PartnerCRD 8083166

  • Luiz Campos

    Founding PartnerCRD 8083161

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Sao Paulo Sp, null

Location

Sao Paulo Sp, null

Headquartered in Sao Paulo Sp, null.

Address
Rua Iguatemi 448 Cj 502
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth